Sterling Financial Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sterling Financial Planning’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.07M	Buy	61,111 +5,039	+9%	+$253K	0.83%	32
2026 Q1	$2.8M	Buy	56,072 +5,254	+10%	+$261K	0.83%	34
2025 Q4	$2.51M	Buy	50,818 +4,586	+10%	+$229K	0.76%	34
2025 Q3	$2.34M	Buy	46,232 +2,247	+5%	+$113K	0.74%	36
2025 Q2	$2.21M	Buy	43,985 +1,789	+4%	+$89.3K	0.74%	37
2025 Q1	$2.11M	Buy	42,196 +4,560	+12%	+$224K	0.76%	35
2024 Q4	$1.82M	Buy	37,636 +33	+0.1%	+$1.61K	0.67%	40
2024 Q3	$1.85M	Buy	37,603 +2,454	+7%	+$120K	0.68%	38
2024 Q2	$1.71M	Buy	35,149 +2,792	+9%	+$134K	0.69%	38
2024 Q1	$1.55M	Buy	32,357 +3,161	+11%	+$150K	0.63%	41
2023 Q4	$1.39M	Buy	29,196 +3,886	+15%	+$184K	0.6%	44
2023 Q3	$1.2M	Buy	25,310 +3,453	+16%	+$163K	0.61%	42
2023 Q2	$1.04M	Buy	21,857 +7,834	+56%	+$373K	0.51%	45
2023 Q1	$671K	Buy	14,023 +9,680	+223%	+$456K	0.36%	51
2022 Q4	$203K	Buy	+4,343	New	+$207K	0.12%	90

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sterling Financial Planning's VTIP Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9% in Q2 2026, buying an estimated $253K and bringing the position to 61,111 shares worth $3.07M. The position accounts for 0.83% of the portfolio, ranked #32.

Sterling Financial Planning first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Sterling Financial Planning held 61,111 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.07M as of Q2 2026.
Sterling Financial Planning bought 5,039 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $253K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.83% of Sterling Financial Planning's portfolio in Q2 2026, its #32 holding.
Sterling Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.